PSA Communications / Internet: Demae-can (2484 JT) – A Revisit
Demae-can's share price has plunged 56% YTD as investors have grown concerned about the threat from intensifying competition. In this report, analyst Thao Nguyen reviews the company’s current status, highlighting its competitive advantages and growth potential. She concludes that although near-term losses are unavoidable, the company’s long-term outlook is promising.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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